Laurion Capital Management’s Twilio TWLO Stock Holding History

Laurion Capital Management’s Portfolio TWLO Stock Details TWLO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-93,800	Closed	-$7.12M	–	633
2023 Q4	$7.12M	Sell	93,800 -100,000	-52%	-$6.23M	0.06%	222
2023 Q3	$11.3M	Sell	193,800 -6,200	-3%	-$386K	0.07%	194
2023 Q2	$12.7M	Buy	+200,000	New	+$11.8M	0.07%	197
2021 Q3	–	Sell	-38,900	Closed	-$15.3M	–	880
2021 Q2	$15.3M	Buy	+38,900	New	+$13.5M	0.09%	169
2021 Q1	–	Sell	-198,900	Closed	-$67.3M	–	898
2020 Q4	$67.3M	Buy	+198,900	New	+$62.2M	0.52%	41
2019 Q4	–	Sell	-328,600	Closed	-$36.1M	–	1244
2019 Q3	$36.1M	Buy	328,600 +136,600	+71%	+$17.7M	0.27%	86
2019 Q2	$26.2M	Buy	192,000 +120,900	+170%	+$16.1M	0.26%	91
2019 Q1	$9.19M	Buy	+71,100	New	+$8.01M	0.12%	132
2018 Q4	–	Sell	-109,500	Closed	-$9.45M	–	1423
2018 Q3	$9.45M	Buy	+109,500	New	+$8.01M	0.09%	228

Other funds holding TWLO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Laurion Capital Management's TWLO Position: Q2 2026 in Review

Laurion Capital Management opened a new position in Twilio (TWLO) in Q2 2026: 2,918 shares worth $602K. The stake represents 0.02% of the portfolio and ranks #281 among its holdings. This is a return to the name: Laurion Capital Management previously reported a position in TWLO as recently as Q2 2025.

Laurion Capital Management first reported a position in TWLO in Q3 2018 and has held it in 10 quarters since. The position peaked at $26.1M in Q3 2019. 968 funds tracked by Wall St. Rank hold TWLO as of Q2 2026.

Laurion Capital Management held 2,918 shares of Twilio worth $602K as of Q2 2026.
Twilio was a new Laurion Capital Management position in Q2 2026.
Twilio made up 0.02% of Laurion Capital Management's portfolio in Q2 2026, its #281 holding.
Laurion Capital Management first reported a position in Twilio in Q3 2018 and has held it in 10 quarters since.
Laurion Capital Management's Twilio position peaked at $26.1M in Q3 2019.
968 funds tracked by Wall St. Rank held Twilio as of Q2 2026.

Based on Laurion Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.